Purchases and Sales Made in Q3 2023 in Putnam Premier Income Trust (PPT)
This table provides information about the institutional ownership of Putnam Premier Income Trust (PPT) during Q3 2023. The information is specifically focused on institutions that hold shares of PUTNAM PREMIER INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.53MNew |
$8.41M - $9.33M
|
2.53M
$8.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
952K+ 5.45% |
$3.16M - $3.5M
|
18.4M
$64.6M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
149K+ 864.88% |
$496K - $550K
|
167K
$585K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
40.2KNew |
$133K - $148K
|
40.2K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.4K+ 207.5% |
$94.4K - $105K
|
42.2K
$148K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
22.6K+ 2.07% |
$75.1K - $83.2K
|
1.11M
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.2KNew |
$67.1K - $74.4K
|
20.2K
$71K
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
20KNew |
$66.4K - $73.6K
|
20K
$70.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
16.5KNew |
$54.8K - $60.7K
|
16.5K
$57.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2KNew |
$47.2K - $52.4K
|
14.2K
$50K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
13.9KNew |
$46.2K - $51.2K
|
13.9K
$48.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 2.39% |
$37.1K - $41.1K
|
478K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
9.66K+ 10.01% |
$32.1K - $35.5K
|
106K
$372K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.57K+ 10.57% |
$28.4K - $31.5K
|
89.6K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.52K+ 55.43% |
$28.3K - $31.4K
|
23.9K
$83.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.47K+ 44.41% |
$28.1K - $31.2K
|
27.6K
$96.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
7.84K+ 29.14% |
$26K - $28.9K
|
34.8K
$122K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.24KNew |
$20.7K - $23K
|
6.24K
$21.9K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.43K+ 9.11% |
$14.7K - $16.3K
|
53.1K
$186K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 40.0% |
$13.3K - $14.7K
|
14K
$49.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.81K+ 13.2% |
$12.7K - $14K
|
32.7K
$115K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.42K+ 29.45% |
$11.4K - $12.6K
|
15.1K
$52.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.33K+ 6.97% |
$11.1K - $12.3K
|
51.1K
$179K
|
|
|
Nov 14, 2023
Q3 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
2.8K+ 0.16% |
$9.3K - $10.3K
|
1.73M
$6.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.43K+ 3.14% |
$4.75K - $5.26K
|
47K
$165K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.04KNew |
$3.46K - $3.84K
|
1.04K
$3.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$3.32K - $3.68K
|
1K
$3.51K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
853+ 0.86% |
$2.83K - $3.14K
|
100K
$352K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
841+ 0.76% |
$2.79K - $3.09K
|
112K
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
700New |
$2.32K - $2.58K
|
700
$2.46K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
552+ 2.21% |
$1.83K - $2.03K
|
25.6K
$89.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$1.66K - $1.84K
|
500
$1.76K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
327+ 0.89% |
$1.09K - $1.2K
|
37K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
321+ 0.86% |
$1.07K - $1.18K
|
37.5K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
243+ 2.19% |
$807 - $894
|
11.3K
$39.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
230New |
$764 - $846
|
230
$807
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
147+ 1.27% |
$488 - $541
|
11.7K
$41K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109+ 0.1% |
$362 - $401
|
113K
$396K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
98+ 1.73% |
$325 - $361
|
5.76K
$20.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37+ 0.08% |
$123 - $136
|
44.6K
$157K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-199- 1.42% |
$661 - $732
|
13.8K
$48.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-900- 1.98% |
$2.99K - $3.31K
|
44.7K
$157K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.51K- 1.0% |
$5.03K - $5.57K
|
150K
$527K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.74K- 36.07% |
$5.76K - $6.39K
|
3.08K
$10.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.89K- 1.28% |
$6.27K - $6.96K
|
145K
$510K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.72K- 29.13% |
$15.7K - $17.4K
|
11.5K
$40.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5K- 4.03% |
$16.6K - $18.4K
|
119K
$418K
|